Gregg Eric Clarke
Investment adviser representative at Meritas Wealth Management, LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$618.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Meritas Wealth Management, LLCDec 2008 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Meritas Wealth Management, LLC
$618.9MAssets managed
335Clients
6Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2430243
- Firm CRD
- 148565